GT

Gregory Richard Thompson

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
877 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M

Goelzer charges fees based on a percentage of assets under management, hourly charges, or a fixed fee. For private clients, AUM fees range from 0.5% to 1.5%, with annual minimums ranging from $0 to $10,000. Financial planning is offered for a flat fee, determined by the plan's scope and complexity. All advisory fees are negotiable and may be modified based on various factors. Clients are encouraged to review custodial statements for accuracy.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Loading...

Advisor Information

Office location

600 East 96th Street, Suite 130, Indianapolis, IN, 46240

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2016
Settled
Other Business ActivitiesSells Insurance

Gregory is an Indiana licensed insurance agent since 2018 and offers insurance through an outside agency. He dedicates a few hours per week to these activities.

Employment History
Current Registrations
Goelzer Investment Management
October 2025 - Present · 3 mos
Previous Registrations
Spectrum Wealth Management
January 2023 - June 2025 · 2 yrs 5 mos
Spectrum Wealth Management
February 2020 - January 2023 · 2 yrs 11 mos
RBC Capital Markets, LLC
June 2012 - February 2020 · 7 yrs 8 mos
RBC Capital Markets, LLC Broker
May 2012 - February 2020 · 7 yrs 9 mos
Brokersxpress LLCBroker
May 2011 - December 2011 · 7 mos
First Allied Securities, INC.Broker
September 2006 - June 2011 · 4 yrs 9 mos
Wunderlich Securities, INC.Broker
February 2002 - November 2005 · 3 yrs 9 mos
Salomon Smith Barney INC. Broker
August 1994 - February 2002 · 7 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.